How to Protect Your Wealth to Keep More of What’s Yours
June 28, 2023 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersAsset and Wealth Protection for the Future
Whether you've just acquired your first rental property, or have been an avid investor for some time, understanding the different ways to protect your assets should be top of mind. During this presentation, Tony Watson, an Enrolled Agent from Robert Hall & Associates, will explain to you the tax planning strategies YOU need to employ and the secrets YOU can use to save on YOUR taxes and keep more money in your pocket. Attending this webinar can save you hundreds or even thousands of dollars!
During this presentation, our financial expert, Tony Watson of Robert Hall & Associates will help you understand how you can best protect your assets and achieve tax advantages through incorporating. Some of the topics he'll discuss are:
- Entity selection: LLC, C Corp, S Corp - Tax implications of each type of entity
- Cost Segregation: Learn How to Maximize Depreciation Deductions
- The difference between an LLC, a trust, and an insurance policy
- Tax-Free 1031 Exchanges
- Speculative changes in the U.S. tax code for 2021-2022
- And, of course, much, much more! This will be an interactive webinar with Q&A to follow
The discussion will be moderated by Daniel Yukelson, AAGLA’s Executive Director.
This informative webinar will also include an opportunity to get answers to the questions submitted by YOU! After registering, you will have the opportunity to submit questions. Live Q&A will also take place during the webinar, and we will do our best to consolidate and identify those questions that are of most importance and benefit to all attendees.
Please log in to register. If you have any questions regarding this event, please contact Events Manager Diana Alcaraz via email at . For faster service, please have your membership number ready. We look forward to seeing you. Stay diligent and be healthy!
WARNING: THE INFORMATION PROVIDED DURING THIS WEBINAR IS FOR GENERAL INFORMATION PURPOSES ONLY. ABSOLUTELY NO LEGAL OR TAX ADVICE IS BEING GIVEN DURING THIS WEBINAR. BEAR IN MIND THAT EVERY SITUATION IS UNIQUE, AND THE LAWS, RULES AND REGULATIONS ARE SUBJECT TO CHANGE AT ANY TIME. SO, BEFORE ACTING, BE SURE TO OBTAIN TAX AND/OR LEGAL ADVICE FROM A LICENSED PROFESSIONAL.
About Our . . .
Panelist(s):
Tony Watson, EA, Senior Tax Consultant & Public Speaker, Robert Hall & Associates
Tony Watson is an Enrolled Agent who focuses on providing personalized financial guidance and tax preparation services to individuals and businesses. As a federally licensed tax practitioner, Tony helps his clients make sound financial decisions and works to ensure all eligible deductions are received when preparing taxes. He is the keynote speaker for Robert Hall & Associates and speaks on various tax related topics at over 100 engagements throughout California each year. His dedication to his clients and expertise in the field of taxation lead him to win the Glendale Reader’s Choice Award for Best Tax Preparer in 2016.
Moderator:
Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel Yukelson is currently the Executive Director of the Apartment Association of Greater Los Angeles (AAGLA). As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and throughout his career, he has served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies, including more recently for 15-years as Chief Financial Officer of Premiere Radio Networks, the largest U.S. radio network and now subsidiary of iHeart Media, and for nearly 4-years as Chief Financial Officer of Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved in the construction and opening of the Waldorf Astoria. He served as a planning commissioner, serving one year as Chairperson, and as a Public Works Commissioner in the City of Beverly Hills.
Thank You to Our Sponsors!
A Featured Presentation by: Robert Hall & Associates
In 1971 Robert Hall had a dream to create an accounting firm that offered the businesses and residents of Los Angeles, high-quality tax services. He recognized that each business is unique and the traditional “cookie-cutter” tax preparation approach was not serving their best interests. Out of this desire to better serve the accounting and tax preparation needs of Californian businesses and individuals, Robert Hall & Associates was born.
In the beginning, Robert Hall started preparing fellow teacher’s taxes out of his garage. As demand for his services grew, the accounting firm expanded to include more talented tax preparers with experience in a variety of industries. Today, Robert Hall still diligently works to prepare taxes and personally trains each tax consultant to achieve a higher standard of quality. Because of his tireless efforts, the Los Angeles accounting firm has grown to become an industry leader that prepares roughly 10,000 tax returns annually. Robert Hall & Associates has grown to not only provide accounting services to Los Angeles, but also to Orange County and the San Fernando Valley and other areas within California. It offers accounting and tax services to a variety of industries, such as: real estate, small business, entertainment, healthcare, law enforcement/firefighters, and education.
Title Sponsor(s): Kay Properties and Investments LLC
Kay Properties and Investments, LLC is a national Delaware Statutory Trust (DST) investment firm with offices in Los Angeles, San Diego, San Francisco, Seattle, New York City and Washington, D.C. Kay Properties team members collectively have over 114 years of real estate experience, are licensed in all 50 states, and have participated in over $21 Billion of DST real estate. Their clients have the ability to participate in private, exclusively available, off-market DST properties as well as those presented to the wider DST marketplace; with the exception of those that fail our due-diligence process. For more information, go to www.kayaagla.com.
Title Sponsor(s): Scott Properties
Scott Properties Group, Inc. is a proactive property management firm specializing in multifamily apartment buildings, single-family residences, retail shopping centers, office buildings, mixed-use, and industrial properties all over the Greater Los Angeles Area. Scott Properties believes that property management is the understanding of lots of moving parts, the strengths and weaknesses of the property, the goals of ownership, the needs of the tenants, the relationships with vendors and the ethics in which you deal with your brokerage community. Call Scott Properties today to get a free property analysis at (424) 272-6439 or visit them online at www.scott-properties.com.
